February 2009
2 posts
Stock market performance round-up →
This is a good overview of recent global stock market performance. Unfortunately, it only adds to the confusion as to where we go from here. On the one hand, we just posted the largest-ever January decline on record, which supposedly bodes ill for rest-of-year performance. On the otherhand, some indicators suggest we are in seriously oversold territory and some early-cyclical sectors (e.g.,...
Feb 2nd
Seven Value Stocks Identified →
StockManMarc highlights seven companies w/ tons of cash, no/little debt, and trading well below their 52-wk highs. He notes that Martin Whitman of Third Avenue Management owns two of these seven names (AVX and K-Swiss). Certainly worth doing more work on. I’ll follow-up here w/ additional thoughts in the future. If you have any thoughts, add a comment (or two)…
Feb 1st
“The package, pending approval by the Senate, is seen as a stimulus for health...”
– Investor’s Business Daily: Obama Stimulus Plan Encourages Paperless Health Care Records
Feb 1st